vs
汉瑞祥（HSIC）与RENAISSANCERE HOLDINGS LTD（RNR）财务数据对比。点击上方公司名可切换其他公司
汉瑞祥的季度营收约是RENAISSANCERE HOLDINGS LTD的1.6倍（$3.4B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 2.9%，领先20.6%），汉瑞祥同比增速更快（7.7% vs -36.8%），过去两年汉瑞祥的营收复合增速更高（4.1% vs -11.9%）
汉瑞祥（Henry Schein, Inc.）是美国的医疗保健产品及服务分销商，业务覆盖全球33个国家和地区，是全球面向诊所类牙科及医疗从业者的最大医疗解决方案供应商。公司连续14年入选Ethisphere评选的「全球最具道德企业」榜单，2025年再次登榜。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
HSIC vs RNR — 直观对比
营收规模更大
HSIC
是对方的1.6倍
$2.2B
营收增速更快
HSIC
高出44.5%
-36.8%
净利率更高
RNR
高出20.6%
2.9%
两年增速更快
HSIC
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $2.2B |
| 净利润 | $101.0M | $515.8M |
| 毛利率 | 30.9% | — |
| 营业利润率 | 4.7% | — |
| 净利率 | 2.9% | 23.5% |
| 营收同比 | 7.7% | -36.8% |
| 净利润同比 | 7.4% | 72.6% |
| 每股收益（稀释后） | $0.85 | $6.57 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收HSICRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.4B | $3.0B | ||
| Q3 25 | $3.3B | $3.2B | ||
| Q2 25 | $3.2B | $3.2B | ||
| Q1 25 | $3.2B | $3.5B | ||
| Q4 24 | $3.2B | $2.3B | ||
| Q3 24 | $3.2B | $4.0B | ||
| Q2 24 | $3.1B | $2.8B |
净利润HSICRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $101.0M | $760.5M | ||
| Q3 25 | $101.0M | $916.5M | ||
| Q2 25 | $86.0M | $835.4M | ||
| Q1 25 | $110.0M | $170.0M | ||
| Q4 24 | $94.0M | $-189.7M | ||
| Q3 24 | $99.0M | $1.2B | ||
| Q2 24 | $104.0M | $503.9M |
毛利率HSICRNR
| Q1 26 | — | — | ||
| Q4 25 | 30.9% | — | ||
| Q3 25 | 30.7% | — | ||
| Q2 25 | 31.4% | — | ||
| Q1 25 | 31.6% | — | ||
| Q4 24 | 31.1% | — | ||
| Q3 24 | 31.3% | — | ||
| Q2 24 | 32.5% | — |
营业利润率HSICRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 42.5% | ||
| Q3 25 | 4.9% | 46.3% | ||
| Q2 25 | 4.7% | 41.8% | ||
| Q1 25 | 5.5% | -2.0% | ||
| Q4 24 | 4.9% | -3.6% | ||
| Q3 24 | 4.9% | 43.7% | ||
| Q2 24 | 5.1% | 25.0% |
净利率HSICRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 2.9% | 25.6% | ||
| Q3 25 | 3.0% | 28.7% | ||
| Q2 25 | 2.7% | 26.1% | ||
| Q1 25 | 3.5% | 4.9% | ||
| Q4 24 | 2.9% | -8.3% | ||
| Q3 24 | 3.1% | 29.8% | ||
| Q2 24 | 3.3% | 17.8% |
每股收益（稀释后）HSICRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.85 | $16.16 | ||
| Q3 25 | $0.84 | $19.40 | ||
| Q2 25 | $0.70 | $17.20 | ||
| Q1 25 | $0.88 | $3.27 | ||
| Q4 24 | $0.75 | $-3.76 | ||
| Q3 24 | $0.78 | $22.62 | ||
| Q2 24 | $0.80 | $9.41 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $156.0M | $1.6B |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $3.2B | $4.3B |
| 总资产 | $11.2B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.71× | — |
8季度趋势，按日历期对齐
现金及短期投资HSICRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $156.0M | $1.7B | ||
| Q3 25 | $136.0M | $1.7B | ||
| Q2 25 | $145.0M | $1.4B | ||
| Q1 25 | $127.0M | $1.6B | ||
| Q4 24 | $122.0M | $1.7B | ||
| Q3 24 | $126.0M | $1.6B | ||
| Q2 24 | $138.0M | $1.6B |
总债务HSICRNR
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $2.3B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.1B | $2.3B | ||
| Q1 25 | $2.0B | $2.8B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.9B | $1.9B | ||
| Q2 24 | $1.9B | $2.0B |
股东权益HSICRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $3.2B | $11.6B | ||
| Q3 25 | $3.4B | $11.5B | ||
| Q2 25 | $3.4B | $10.8B | ||
| Q1 25 | $3.3B | $10.3B | ||
| Q4 24 | $3.4B | $10.6B | ||
| Q3 24 | $3.5B | $11.2B | ||
| Q2 24 | $3.5B | $10.2B |
总资产HSICRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $11.2B | $53.8B | ||
| Q3 25 | $11.1B | $54.5B | ||
| Q2 25 | $10.9B | $54.7B | ||
| Q1 25 | $10.5B | $53.6B | ||
| Q4 24 | $10.2B | $50.7B | ||
| Q3 24 | $10.6B | $52.8B | ||
| Q2 24 | $10.3B | $51.6B |
负债/权益比HSICRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.71× | 0.20× | ||
| Q3 25 | 0.64× | 0.19× | ||
| Q2 25 | 0.61× | 0.21× | ||
| Q1 25 | 0.59× | 0.27× | ||
| Q4 24 | 0.54× | 0.18× | ||
| Q3 24 | 0.54× | 0.17× | ||
| Q2 24 | 0.54× | 0.19× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $381.0M | — |
| 自由现金流经营现金流 - 资本支出 | $338.0M | — |
| 自由现金流率自由现金流/营收 | 9.8% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 3.77× | — |
| 过去12个月自由现金流最近4个季度 | $573.0M | — |
8季度趋势，按日历期对齐
经营现金流HSICRNR
| Q1 26 | — | — | ||
| Q4 25 | $381.0M | $483.0M | ||
| Q3 25 | $174.0M | $1.6B | ||
| Q2 25 | $120.0M | $1.5B | ||
| Q1 25 | $37.0M | $157.8M | ||
| Q4 24 | $204.0M | $778.9M | ||
| Q3 24 | $151.0M | $1.5B | ||
| Q2 24 | $296.0M | $1.2B |
自由现金流HSICRNR
| Q1 26 | — | — | ||
| Q4 25 | $338.0M | — | ||
| Q3 25 | $141.0M | — | ||
| Q2 25 | $88.0M | — | ||
| Q1 25 | $6.0M | — | ||
| Q4 24 | $168.0M | — | ||
| Q3 24 | $117.0M | — | ||
| Q2 24 | $259.0M | — |
自由现金流率HSICRNR
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 2.7% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 8.3% | — |
资本支出强度HSICRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 1.2% | — |
现金转化率HSICRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.77× | 0.64× | ||
| Q3 25 | 1.72× | 1.73× | ||
| Q2 25 | 1.40× | 1.76× | ||
| Q1 25 | 0.34× | 0.93× | ||
| Q4 24 | 2.17× | — | ||
| Q3 24 | 1.53× | 1.26× | ||
| Q2 24 | 2.85× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
HSIC
| Global Dental Merchandise | $1.2B | 35% |
| Global Medical | $1.1B | 31% |
| Global Dental Equipment | $536.0M | 16% |
| Global Specialty Products | $422.0M | 12% |
| Global Technology | $173.0M | 5% |
| Global Value Added Services | $64.0M | 2% |
| Equity Method Investee | $14.0M | 0% |
RNR
暂无分部数据
